Brett Anthony Surman
Financial Adviser in Como, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336682
- Location
- Como WA 6152
- Licensee
- Gilkison Group Pty Ltd (AFSL 230095)
- Authorised since
- 13 January 2020
- First provided advice
- 2009
- Qualifications
- Graduate Certificate in Financial Planning, Kaplan Higher Education Pty Ltd (Historical FINSIA) (2008); Graduate Diploma in Applied Finance, Kaplan Higher Education Pty Ltd (2009); CFP Certification Program (5 Unit), Financial Advice Association of Australia Limited (formerly FPA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025); TASACL Commercial Law, Kaplan Education Pty Ltd (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Anthony Surman
Brett Anthony Surman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Como, Western Australia (adviser number 000336682).
The licensee Brett advises under is Gilkison Group Pty Ltd (AFS licence 230095). That authorisation dates from 13 January 2020.
According to the register, Brett first provided financial advice in 2009. The qualifications listed for Brett include Graduate Certificate in Financial Planning (Kaplan Higher Education Pty Ltd (Historical FINSIA), 2008), Graduate Diploma in Applied Finance (Kaplan Higher Education Pty Ltd, 2009) and CFP Certification Program (5 Unit) (Financial Advice Association of Australia Limited (formerly FPA), 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brett is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brett Anthony Surman a registered financial adviser?
Yes. Brett Anthony Surman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336682.
Which licensee does Brett Anthony Surman work under?
Gilkison Group Pty Ltd, Australian financial services licence 230095.
What can Brett Anthony Surman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.